Paging Doctor Disruption. . . AI attending over healthcare transformation

Nov 20, 2025

Guest

Brad Sills

Alec Stranahan, a biotech analyst from BofA Global Research, Vivek Arya, a tech analyst focused on semiconductors, and Brad Sills, a software analyst, dive into the transformative role of AI in healthcare. They discuss how AI is addressing inefficiencies, with use cases like automated note-taking and connected care through wearables. Vivek highlights the implications for the semiconductor industry as compute demands rise, while Brad outlines how software innovation supports AI integration in healthcare workflows. Together, they paint a picture of a rapidly evolving landscape.

Ask episode

AI Snips

Chapters

Transcript

Episode notes

INSIGHT

AI Targets Healthcare's Low-Hanging Fruit

Healthcare is ripe for AI because decades-old workflows generate huge inefficiencies across care, research, and administration.
Alec Stranahan says broad AI adoption is accelerating now and will first target low-hanging back-office tasks.

ADVICE

Automate Repetitive Clinical Tasks First

Automate repetitive tasks like note-taking, data input, and communications to free clinicians for higher-value work.
Target these efficiency gains first because current AI tools handle them well, says Alec Stranahan.

INSIGHT

It's An Analysis Problem, Not A Data Problem

Hospitals and biopharma don't lack data but lack analysis to extract value from petabytes of records and experiments.
Alec Stranahan expects big tech to provide cloud storage and compute while AI makes sense of that data.

Get the Snipd Podcast app to discover more snips from this episode

Get the app

Healthcare's need for efficiencies clear, finally happening

AI has held promise within the healthcare industry for a few years, but Alec Stranahan suggests that the rate and breadth of AI adoption across the industry is growing at a faster pace than ever before. As users of the U.S. healthcare system can attest, there are many inefficiencies and we discuss the areas where AI may be most useful in improving healthcare productivity. But beyond making antiquated processes more efficient, AI can also be used to create value for patients from the trove of data that's currently sitting on the shelf and underutilized. Wearable devices might send data to a doctor, make an appointment and showing up at the office, all the medical history is there and an AI scribe takes notes and potentially facilitating treatment options. AI can extend to drug discovery as well, making development more economic by reducing labor and time spent. Vivek Arya discusses what all of this processing of healthcare data could mean for the semiconductor industry while Brad Sills weighs in on how software addresses this problem, and the different software specialties involved.

You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your everyday financial life.

"Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities.